Institutional Ownership Invesco ETF (EQAL)
This table provides information about the institutional ownership of Invesco ETF (EQAL). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 7.39 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
4,666,143
shares
|
$241 Million
0.23% of portfolio
|
Q2 2025
Added 30.1%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
460,701
shares
|
$23.8 Million
3.19% of portfolio
|
Q2 2025
Added 481.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
265,235
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.84%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
247,338
shares
|
$12.8 Million
1.05% of portfolio
|
Q2 2025
Added 146.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
209,740
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
155,348
shares
|
$8.03 Million
0.0% of portfolio
|
Q2 2025
Added 23.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
145,628
shares
|
$7.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
79,484
shares
|
$4.11 Million
0.11% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
65,481
shares
|
$3.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
54,554
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.42%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
47,386
shares
|
$2.45 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
46,957
shares
|
$2.43 Million
0.28% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
46,323
shares
|
$2.4 Million
0.87% of portfolio
|
Q2 2025
Added 235.63%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
45,899
shares
|
$2.37 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
44,772
shares
|
$2.32 Million
1.87% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
44,752
shares
|
$2.31 Million
2.1% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
41,516
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,094
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 463.19%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
35,362
shares
|
$1.83 Million
0.63% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
27,190
shares
|
$1.41 Million
2.75% of portfolio
|
Q2 2023
Reduced 19.58%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
27,096
shares
|
$1.4 Million
0.25% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,191
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
24,882
shares
|
$1.29 Million
0.37% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
24,759
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
23,940
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 1.51%
|